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Dollar Tree

765 hedge funds and large institutions have $28.5B invested in Dollar Tree in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 267 increasing their positions, 274 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
Holders Change %
0%
% of All Funds
11.09%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
85
Increased
267
Reduced
274
Closed
79
Calls
$717M
Puts
$1.12B
Net Calls
-$399M
Net Calls Change
-$456M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
601
Alta Advisers
United Kingdom
$79.9K
ADL
602
Asset Dedication LLC
California
$77K
CT
603
Colonial Trust
South Carolina
$75.4K
CTC
604
Central Trust Company
Missouri
$75.1K
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$74.4K +$5.19K +39 +8%
NA
606
NewEdge Advisors
Louisiana
$72.6K -$531K -3,990 -88%
HNB
607
Hilltop National Bank
Wyoming
$72.6K +$72.6K +545 New
FFWM
608
Future Financial Wealth Management
Ohio
$72.6K +$72.6K +545 New
DIP
609
DT Investment Partners
Pennsylvania
$71.9K
AWM
610
Atticus Wealth Management
Florida
$69.5K
VCM
611
Versant Capital Management
Arizona
$68.6K +$6.39K +48 +10%
GFPC
612
Global Financial Private Client
Florida
$68K
NSIM
613
North Star Investment Management
Illinois
$67.9K
FFA
614
Farther Finance Advisors
California
$66.7K +$11K +81 +20%
SL
615
Salomon & Ludwin
Virginia
$65.8K +$14K +105 +27%
RTC
616
Riverview Trust Company
Washington
$64.3K +$64.3K +483 New
WAG
617
Wiser Advisor Group
Arizona
$58.9K
CFGS
618
Concourse Financial Group Securities
Alabama
$57.5K -$2.53K -19 -4%
EWA
619
EverSource Wealth Advisors
Alabama
$57.5K +$13K +110 +29%
ITIM
620
Indiana Trust & Investment Management
Indiana
$55.4K +$34.8K +261 +168%
VC
621
Vestor Capital
Illinois
$54K
CYG
622
Clean Yield Group
Vermont
$53.3K
CFO
623
CVA Family Office
Colorado
$53.1K +$533 +4 +1%
HI
624
Harbour Investments
Wisconsin
$48.3K -$7.06K -53 -13%
TC
625
Tacita Capital
Ontario, Canada
$47.9K